after years of exploration, the diversified businesses of various housing enterprises have been developed and formed a corresponding scale. Nowadays, faced with the temptation of diversified new businesses, housing enterprises have shifted from active expansion to convergence and focus. The focus of public opinion has gradually changed from "what new tricks will housing enterprises play" to "can new business of housing enterprises bring benefits?"
in 22, how will housing enterprises play with new businesses, and what new layouts are there? After combing the contents of some annual reports of real estate enterprises, Nanfang Daily reporter found that many enterprises have clear goals for the layout of new businesses and new formats in their business prospects, and some real estate enterprises have not disclosed more directional information in their annual reports.
however, judging from new businesses such as technology manufacturing, urban renewal, recreation and tourism, and housing leasing, housing enterprises will continue to play new tricks in 22, and it is just around the corner that some well-developed new businesses will generate income for enterprises.
scientific and technological manufacturing
new products have been scheduled
When it comes to entering the manufacturing industry, Country Garden and Evergrande are always unavoidable. In the past 219, Country Garden's robots and Evergrande's new energy vehicles all announced to the world that housing enterprises can also enter the field of technology manufacturing.
Country Garden announced through its annual report that the Bozhilin robot project focuses on R&D, manufacturing and application of construction robots, and has recruited 3,256 outstanding R&D talents at home and abroad. There are currently 5 construction robots under research, of which 32 have been put into site testing. A total of 1843 patent applications have been submitted, and 327 patents have been authorized, with a number of independent core technologies in key fields.
compared with the catering robots that have been put into the market, the outside world has been paying attention to the new progress of Country Garden construction robots. At the 219 performance conference held on March 27th, Mo Bin, president of Country Garden, said that Country Garden spent about 1.97 billion yuan on robot research and development last year, and hoped that construction robots could be mass-produced at this time next year.
As for the vision of robots, Country Garden Annual Report said that it hopes to combine robot application with advanced construction technology, and finally form the world-leading smart construction capability.
In 219, Evergrande's new energy automobile industry maintained a state of continuous buying and continuous investment, and announced that the automobile brand was named "Hengchi". Evergrande's goal is to unite leading enterprises in various fields of the global automobile industry, integrate R&D and manufacturing forces, and build the world's largest and most powerful new energy automobile group. Although the R&D investment has caused great losses to Evergrande Health, which is in charge of new energy vehicles, at the performance meeting of Evergrande, the management said that the R&D investment in new energy vehicles was controlled at 2 billion yuan last year and will continue to be controlled in the future.
according to the annual report, Evergrande is currently developing 14 new models, among which "Hengchi 1" is scheduled to be unveiled in 22, and the full range of Hengchi products will be mass-produced in succession from 221. According to Pan Darong, chief financial officer of Evergrande, with the completion of the whole industrial chain layout of new energy vehicles, the debut of Hengchi No.1 and the full-scale mass production of Hengchi products, all indicators of Evergrande's automobile business data and financial statements will be greatly improved.
Urban renewal
Actively acquiring projects
Unlike other diversified businesses, urban renewal is closely related to real estate development business. In recent years, the favorable policies for old-fashioned renovation have been continuously strengthened, which provides favorable conditions for housing enterprises to enter urban renewal. In addition, the old-fashioned areas are mostly high-quality urban core lots, which is very attractive to housing enterprises.
Therefore, even though the urban renewal business is much more difficult than the ordinary "land acquisition and building" mode, it cannot stop the housing enterprises from focusing on the urban renewal business. For example, Evergrande said in its annual report that by the end of 219, * * * had 11 old renovation projects, of which 6 projects in Shenzhen * * * with a total area of 1.22 million square meters have been included in its land reserve. R&F said that it has transformed 1.79 million square meters of land reserves through urban renewal projects in three cities. In September last year, New World China also won the old plot in Tagang Village, Zengcheng District, Guangzhou, and became one of the Hong Kong-funded housing enterprises active in the field of urban renewal in the Mainland.
while laying out urban renewal business, some housing enterprises are also innovating. By continuously building two business segments, namely real estate fund and PE investment, China Jinmao consolidates its core competitiveness, gives play to the role of financial empowerment, explores the blue ocean of urban renewal business, and launches investment layout around the urban operation industry chain.
Some real estate enterprises write the layout of urban renewal into the future prospect of the annual report. Yuexiu Property Annual Report states that it is necessary to actively acquire projects in the "three old" transformation, so as to lay a foundation for acquiring high-quality land reserves in the medium and long term. Times China said that it would maintain a sound investment strategy, actively participate in urban renewal and transformation, and ensure sufficient and high-quality land reserves. Shum Chiu Hung, Chairman of the Board of Directors, also pointed out at the performance meeting that with the gradual increase of the proportion of old renovation projects, the company's gross profit margin is expected to increase continuously.
Kangyang Cultural Tourism
Many projects may be launched this year
Health, pension, cultural tourism and other industries are the investment targets of some real estate enterprises in recent years. Wanda's cultural tourism project, which was heavily laid out in Guangzhou before, was renamed "Sunac Cultural Tourism City" after Sunac took over and officially opened in June 219. This year, Sunac's Wenlv City in Wuxi and Kunming also opened its doors to welcome guests. This has increased the revenue of the cultural tourism sector by about 41% to RMB 2.85 billion, but this figure does not account for a large proportion in Sunac's total revenue.
As one of the few enterprises that have entered the field of military medical beauty, Aoyuan Healthy Living Group, a subsidiary of Aoyuan, has established its own medical beauty brand and cosmetics brand, opened three medical beauty clinics to provide skin care, micro-adjustment and plastic surgery services, and jointly developed five new cosmetics such as hyaluronic acid hydrating mask with Korean companies.
Aoyuan Health plans to launch more high-end functional cosmetics by further improving the existing medical management system and combining the platform of medical and beauty institutions this year, and plans to join hands with world-renowned medical equipment companies to enter the upstream end of the medical and beauty industry and enter the field of science, technology, medicine and beauty.
Although Evergrande Health has been focused on new energy vehicles, it is undeniable that its "health management distribution" turnover is 4.948 billion yuan, which is a huge increase of 58.38% year-on-year. This comes from the income of Evergrande Health Valley project. In the case that new energy vehicles have not yet achieved profitability, the big health industry has contributed huge gross profit to Evergrande Health.
By the end of last year, Evergrande Health had landed 23 projects in Evergrande Health Valley. In 22, Evergrande Health plans to open at least 11 health valley four parks, four large-scale medical care complexes and four residential apartments to the public, and set up health care exhibition and experience centers in many places all over the country. In the field of old-age care, Xi 'an Evergrande Nursing Home is expected to be put into trial operation by the end of this year, becoming Evergrande's first benchmark project for old-age care.
Housing leasing
Forerunners are still in the climbing period
Up to now, long-term rental apartment brands such as Vanke Boyu, Longhu Guanyu and Xuhui have formed a certain scale in the industry.
according to Vanke's annual report, 56, rented houses were newly opened in 219, with a total of 11, opened by the end of the reporting period, 81% of which have been opened in 14 core cities such as Beijing and Shanghai. The average occupancy rate of mature projects (opened for half a year or more) is about 9%, and 35, long-term rental apartments have been newly opened in urban villages.
Longhu also pointed out through the annual report that Longhu Guanyu has opened 75, rooms, leading the industry in scale, with an overall rental rate of 77.4%, of which the rental rate of projects that have been in business for more than six months is 87.3%. Xuhui Annual Report said that its field has covered more than 2 cities and the number of contracted rooms has exceeded 68,.
from the perspective of this year, Longhu said that Guanyu is one of the main channel businesses, which started operation in first-and second-tier cities one after another last year, and will be steadily promoted with the growth of market demand in the future.
The annual reports of Vanke and Xuhui do not specify the development plan of leasing business this year. However, at Vanke's performance conference held last month, director Zhu Xu said that Vanke has long been optimistic about the future of long-term rental apartment business, but at present there are some objective restrictions on the development of the industry. For example, many houses in the housing market need to be changed by business, and some cities have not fully introduced the rules for changing their houses, which has hindered the construction and opening of products.
Zhu Xu also said that Vanke's ability to do business needs to be improved, and its service awareness needs to be improved. Due to both objective and subjective factors, Vanke's long-term rental apartment business scale should be the leading in China, but it is still in the climbing period and exploration period.